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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.44 | 15.95 |
Price to Book | 2.37 | 2.49 |
Price to Sales | 1.13 | 1.71 |
Price to Cash Flow | 9.29 | 10.45 |
Dividend Yield | 2.29 | 2.51 |
5 Years Earnings Growth | 8.86 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.61 | 12.99 |
Financial Services | 16.95 | 21.39 |
Healthcare | 11.80 | 14.89 |
Communication Services | 10.17 | 5.68 |
Consumer Cyclical | 9.64 | 6.95 |
Industrials | 9.26 | 11.89 |
Consumer Defensive | 8.11 | 8.36 |
Energy | 7.98 | 7.44 |
Utilities | 3.46 | 5.27 |
Basic Materials | 3.17 | 3.40 |
Real Estate | 1.84 | 3.41 |
Number of long holdings: 744
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.79 | 220.03 | +3.18% | |
Microsoft | US5949181045 | 3.09 | 520.84 | -0.78% | |
Exxon Mobil | US30231G1022 | 2.04 | 105.95 | -0.53% | |
JPMorgan | US46625H1005 | 1.88 | 286.94 | -1.51% | |
Meta Platforms | US30303M1027 | 1.73 | 761.78 | -1.32% | |
Amazon.com | US0231351067 | 1.63 | 223.17 | +0.39% | |
Alphabet A | US02079K3059 | 1.51 | 196.54 | +0.23% | |
Chevron | US1667641005 | 1.36 | 153.17 | +0.26% | |
Berkshire Hathaway B | US0846707026 | 1.35 | 461.47 | -1.59% | |
AT&T | US00206R1023 | 1.27 | 28.08 | +2.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 119.57B | 6.19 | 19.67 | 13.60 | ||
Schwab Total Stock Market Index | 29.32B | 5.67 | 19.05 | 12.86 | ||
Schwab 1000 Index | 19.06B | 6.06 | 19.51 | 13.16 | ||
Schwab International Index | 11.51B | 20.52 | 16.06 | 6.62 | ||
Schwab Small Cap Index | 6.57B | -1.74 | 10.09 | 7.18 |
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